Amit Dogra

Executive experience in helping independent advisors & RIAs grow through business leadership, practice management, sales & relationship management.

[Amit Dogra @AmitTalksFinSvc]

Thank you Wealth Solutions Report & @EchrisL for the recognition. It’s great to see industry leaders recognize that advisors are seeing tru Independence as the business partner that will best help them grow. #ExperienceAsaService https://t.co/8ClOlRWZ0C

[Amit Dogra @AmitTalksFinSvc]

Thank you Wealth Solutions Report & @EchrisL for the recognition. It’s great to see industry leaders recognize that advisors are seeing tru Independence as the business partner that will best help them grow. #ExperienceAsaService

[Amit Dogra @AmitTalksFinSvc]

Happy Independence Day to all! https://t.co/pJPW3KR9dy

[Amit Dogra @AmitTalksFinSvc]

Thanks for asking me to part of this great event ECHELON Partners! #DDMSummit23 Barnaby Audsley Michael Wunderli tru Independence https://t.co/fSIiX9Y5uO

[Amit Dogra @AmitTalksFinSvc]

Thank you @alihibbs for sharing “The Why” as the reason #breakawayadvisors & #rias are aligning with tru Independence #ExperienceAsaService #EAS https://t.co/0HjDj6OEOh

[Amit Dogra @AmitTalksFinSvc]

We’re excited to be expanding tru’s presence in the Rocky Mountain region today by welcoming Charlie Barkmeier, CFP®, AWMA®, Paul Rohr and the entire team Gainline Financial Partners to the tru Independence community of advisors! https://t.co/9xdVyNIgUM

[Amit Dogra @AmitTalksFinSvc]

Welcome Alex Pron, CFP® & the entire Crossover Capital Advisors team! https://t.co/NT8plr9GDx

[Amit Dogra @AmitTalksFinSvc]

We’re changing the game and we want everyone to join us. #EAS is real. Advisors deliver a unique experience to their clients, we need to match what they do by raising the bar as industry. We’ve all talked about it, now let’s do som…https://t.co/xvIl0H11Ny https://t.co/dgrXE7P9nU

[Amit Dogra @AmitTalksFinSvc]

We’re changing the game and we want everyone to join us. #EAS is real. Advisors deliver a unique experience to their clients, we need to match what they do by raising the bar as industry. We’ve all talked about it, now let’s do som…https://t.co/FGF2SGT9Fa https://t.co/LP8xZS8kCT

[Amit Dogra @AmitTalksFinSvc]

Thank you @TobySalKC & Financial Planning for this great coverage! Pam Perskie Seven Mile Advisory https://t.co/bI66E0kLo3

[Amit Dogra @AmitTalksFinSvc]

Thanks Ian Wenik & Citywire RIA for the great coverage! Seven Mile Advisory Pam Perskie https://t.co/2As5f2BrVq

[Amit Dogra @AmitTalksFinSvc]

Welcome Pam Perskie & Seven Mile Advisory to the tru Independence family! Our #ExperienceAsAService business model stands out to advisors and multifamily offices and it’s the business model and FinTech that advisors deserve. https://t.co/VGM2VFBpD0

[Amit Dogra @AmitTalksFinSvc]

Thank you @SteveSanduski! This was a really fun podcast & it was all because of you! We discussed specific areas that leaders need to focus on to build a highly functional, growth-minded firm, how to go about building excellent service around your team’s…https://t.co/3uWZkKLCoQ

[Amit Dogra @AmitTalksFinSvc]

Going independent and choosing the right partner is a “consequential decision.” I spoke with @AdvPerspectives, Founder of VettaFi | Advisor Perspectives to share best practices to achieve RIA independence and evaluate supporting platforms. https://t.co/ic1XVMJEbR

[Amit Dogra @AmitTalksFinSvc]

Thanks Justin Mack and Financial Planning for taking the time with me to discuss tru Independence. Advisors recognize what we do is different and they are responding by partnering with us. Exciting times ahead! #ExperienceAsAService  https://t.co/7WAEPaLZTA

[Amit Dogra @AmitTalksFinSvc]

Thanks Justin Mack and Financial Planning for taking the time with discuss tru Independence. #ExperienceAsAService Tru Independence president Amit Dogra knows compliance makes advisors 'itchy and scratchy' | Financial Planning () https://t.co/m69hXRaUuw

[Amit Dogra @AmitTalksFinSvc]

If you think open API & single sign on technology is the definition of #fintech #wealthtech you’re already behind. Taking the “stack out of tech” is the future. Come join us tru Independence. Great article @ryanWneal at InvestmentNews! https://t.co/iHLFk73K5M

[Amit Dogra @AmitTalksFinSvc]

We at tru Independence are a little biased, but we think this episode featuring Jim Niedzinski, CFP®, AIF® of Motive Wealth Advisors is @MichaelKitces best podcast yet! https://t.co/eJunLaAySz

[Amit Dogra @AmitTalksFinSvc]

I had the opportunity to sit with Gregg Greenberg from InvestmentNews last week to discuss the advisory M&A landscape why technology has a bigger role yet to play in the client experience. tru Independence
https://t.co/8weLC6yJkU https://t.co/nyk4DgDp6n

[Amit Dogra @AmitTalksFinSvc]

If you haven’t heard Stacy Sizemore, IACCP® talk compliance then you’re missing out on one of the most knowledgeable, entertaining & engaging individuals in the space. https://t.co/HNFse6oN3E